SWP FINANCIAL LLC of ENCINITAS, CA is an SEC-registered investment adviser (CRD 327885). Regulatory assets under management: $239.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Philip Edwin Smith | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SMITH DANIEL EDWIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| YASTE TAELIM HARRISON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | — |